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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-09-02 |
Branch Locations
7301 W 129Th St Suite 100, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Overland Park | KS | 12/2019 | Present |
| Primerica Financial Services | Overland Park | KS | 06/2002 | Present |
| Stay At Home Parent | Wichita | KS | 10/2015 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Sycamore Ridge, LLC, Investment related, 2918 N Parkdale Ct., Wichita, KS 67205, nature: own land, position: sole owner, 07/2021 - Present, spends 20 hours per month on outside business (14 hours per month during securities trading hours). Iron Horse Lakes, LLC, Investment related, 2918 N Parkdale Ct, Wichita, KS 67205, Nature: Own Cabin, Position: Partner, 08/2021-PRESENT, Spends 20 hours per month on outside business (14 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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